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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Prophet CORE User Types

Prophet Core has three user roles which govern how a user can interact and administrate the system.An admin can change a specified user’s type from within the Admin Settings on that user’s profile.

Billing Admin

Billing Admin is the highest permission level.  A billing admin can control modifications to the system instance, user management, and payment management functions.  Billing Admins can define or remove customized data types, add or remove users and define user data privileges, and interact with the Avidian Payment Portal.

Each Prophet CORE instance must have at least one Billing Admin.

Admin

Admins have all the same rights as Billing Admins but cannot access the Avidian Payment Portal.  Admins can define or remove customized data types, add or remove users, and define user data privileges.

User

Prophet Users can be added to the system by a Billing Admin or generic Admin.  They do not have the ability to add additional users to the system, assign data privileges to users, define or remove data types, or interact with the Avidian Payment Portal.

https://www.youtube.com/watch?v=90Y8DGWdAuE&ab_channel=WarrenStokes

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